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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,018 | $125,778-84.1% | $114,563-82.5% | $154,746-87.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 18.14% | 295.14%-277.0pp | 241.09%-223.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,795 | $4,445-14.6% | $4,142-8.4% | $6,730-43.6% |
| Admin fee / account holder | $905 | $8,190-88.9% | $7,623-88.1% | $14,365-93.7% |